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Background

Nextep is an industry-leading IRS-certified Professional Employer Organization (PEO) dedicated to helping small and medium-sized businesses nationwide with human resources, benefits, risk & compliance, and payroll services. The company's employees are dedicated to elevating the employment experience and enriching people’s lives.

Previous Business Challenges

  • Nextep struggled to manage complex accounting processes.
  • Duplicate journal entries created confusion and errors.
  • The company was unable to see financial data across specific projects, regions, customers, employees, or vendors for deeper reporting and analysis.
  • The finance team had trouble managing consolidations and reporting in Excel.

Results

  • Nextep gained strategic insight into regional profitability
  • The company was able to scale easily with 23% growth
  • Nextep saw improved productivity by 25%
  • Sage Intacct's software paid for itself in <4 months

View Case Study

Highlighted Comments from Nextep's Controller, Ronda Rogers

"I’m very proud of the decision we made to adopt Sage Intacct – it was absolutely the right choice. Our executive team has been nothing but happy with what we've been able to produce in terms of accurate financial reporting and valuable operational insight. Now, we have unprecedented business visibility at our fingertips."

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"Now, we have unprecedented business visibility at our fingertips."

- Ronda Rogers, Nextep